Nolan Securities Corp.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Monterey, Massachusetts
CRD number
27984
Registered since
February 1, 1991

Firm profile

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Overview

Nolan Securities Corp. is an individually owned corporate broker-dealer that has been SEC-registered since 1991. Public records classify the firm as "Unclassified" for regulatory purposes. The firm is not identified as a capital allocator and does not describe itself as an active ESG investor. It also does not present itself as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. The firm has not disclosed a public profile of its client base, fee structure, or the specific advisory and brokerage activities it conducts. That absence of detailed operating or product information suggests a limited public footprint compared with larger registered firms.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Bruce Kelly

    CRD 1385457

  • Eamon Kelly

    DirectorCRD 3254426

  • Leonard Schwalb

    Registered Financial ProfessionalCRD 1061625

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Monterey, MA

Berkshire

Location

Monterey, MA

Headquartered in Monterey, MA, in the Northeast of the United States.

Region
Northeast
County
Berkshire
Address
535 Main Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth